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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

HASI holding history

HA Sustainable Infrastructure Capital, Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HASI overviewAll 13F holders of HASIFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of HASI by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−14,427−100.0%Sold outHolders
Q2 202214,427$546.0K0.1%+173+1.2%AddedHolders
Q1 202214,254$676.0K0.1%+137+1.0%AddedHolders
Q4 202114,117$750.0K0.1%+2,878+25.6%AddedHolders
Q3 202111,239$601.0K0.1%00.0%UnchangedHolders
Q2 202111,239$631.0K0.1%+1,155+11.5%AddedHolders
Q1 202110,084$566.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.